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Construction and Validation of
Research Instrument
Flerida S. Pajarillaga
EPS II- HRD
By the end of this seminar-workshop, the
participants should be able to:
 Understand the usual steps in crafting a
data-gathering tool
 Be able to apply the principles in question
construction
 Conduct basic validation of created
instrument for action research
Instrument Design
 Designing an instrument
is challenging and a
complex process.
 Consider whether your
variables are
measurable
 Consider modifying an
existing instrument
DESIGN
1
2
3
Write Different Types of
Questions
1
 Personal, Attitudinal
and Behavioral
Questions
 Sensitive Questions
 Open-and Close-
Ended Questions
Personal, Attitudinal and
Behavioral Questions
 Three popular Types
Other possible
descriptors include:
• Exemplary, Proficient,
Marginal, Unacceptable
• Advanced, High,
Intermediate, Novice
• Beginning, Developing,
Accomplished, Exemplary
• Outstanding, Good,
Satisfactory,
Unsatisfactory
Personal, Attitudinal and
Behavioral Questions
 Three popular Types
Behavior Did you take a semester
off during any of your
four years in college?
______ Yes
______ No
Sensitive Questions
This is usually written when the respondent
has “warmed up” answering neutral
questions Place leading questions like:
 Instead of :
Have you taken drugs?
 Ask:
In past surveys, many men reported at
some point in their lives they have taken
marijuana. This could happen during
adolescence or as an adult. Have you
ever smoked Marijuana?
Open- and Closed-Ended
Questions
 CLOSE ENDED QUESTIONS
The researcher poses a question and
provides preset responses or options
EXAMPLE:
There are many reasons why adults wish to get more
education. What is your most important reason for
coming to adult basic education classes (Check one.)
___________ To be able to help my children with their
schoolwork
___________ To get a better job
___________ To improve myself
___________ To get a high school equivalent diploma
Open- and Closed-Ended
Questions
 OPEN ENDED QUESTIONS
questions for which researchers do not
provide options, participants provide
responses
EXAMPLE:
Why are you attending
adult education classes?
_________________________________
___
_________________________________
___
_________________________________
Open- and Closed-Ended
Questions
 SEMI-CLOSED-ENDED QUESTIONS
has the advantage of open-and close-ended
questions
EXAMPLE:
There are many reasons why adults wish to get more
education. What is your most important reason for
coming to adult basic education classes (Check one.)
___________ To be able to help my children with their
schoolwork
___________ To get a better job
___________ To improve myself
___________ To get a high school equivalent diploma
___________ Other (please comment)
Use Strategies for Good
Question construction
2
 Pay attention to the quality of your
questions
 It should be clear/ unambiguous that it
does not confuse participants
 Consider cultural background and
avoid gender-biased words
 Eliminate the problems
Problem no. 1:
Do you support gun
control?
_____ YES
_____ NO
_____ Don’t Know
Do you believe that
guns do not belong
in school?
_____ YES
_____ NO
_____ Don’t Know
UNCLEAR QUESTIONS
Problem no. 2:
Do you believe that
guns and knives do
not belong in school
?
_____ YES
_____ NO
_____ Don’t Know
Do you believe that
knives do not belong
in school?
_____ YES
_____ NO
_____ Don’t Know
MULTIPLE QUESTIONS
Problem no. 3:
Whenever violence
occurs in schools,
weapons are typically
found in school
lockers. Do you
believe that students
should have gun in
the lockers?
_____ YES
_____ NO
Should students have
guns in their lockers?
_____ YES
_____ NO
_____ Don’t Know
WORDY QUESTIONS
Problem no. 4:
Students should not
carry weapons and
not have them in
their lockers. Do you
Agree?
_____ Strongly Agree
_____ Agree
_____ Undecided
_____ Disagree
_____ Strongly Disagree
Should students have
guns in their
lockers?
_____ YES
_____ NO
_____ Don’t Know
NEGATIVELY WORDED
QUESTIONS
Problem no. 5:
Should students pack a
.45 at school?
_____ YES
_____ NO
_____ Don’t Know
Should students have
handgun in their
lockers?
_____ YES
_____ NO
_____ Don’t Know
QUESTIONS WITH JARGON
Problem no. 6:
How many times have
you seen a student
carry a handgun?
_____ 0 times
_____ 1-2 times
_____ 2-3 times
_____ More than 3
times
How many times have
you seen a student
carry a handgun?
_____ 0 times
_____ 1-2 times
_____ 3-4 times
_____ More than 4
times
OVERLAPPING RESPONSES
Problem no. 7:
To what extent do you
feel that handguns are
a problem at your
school
_______ A great extent
_______ Some
_______ Not very
important
_______ Not a problem at all
To what extent do you
feel that handguns
are a problem at your
school
_______ A great
extent
_______ Some extent
_______ Little extent
UNBALANCED RESPONSE OPTION
Problem no. 8:
How often have you
seen students carry a
semi-automatic
weapon?
_____ None
_____ 1 time
_____ 2 times
_____ 3 or more times
How many times have
you seen a student
carry a riffle at
school?
_____ None
_____ 1 time
_____ 2 times
_____ 3 or more times
MISMATCH OF THE QUESTION AND
THE ANSWERS
Problem no. 8:
How many students
have you seen
carrying guns at
school?
_____ 1 student
_____ 2 students
_____ 3 students
______ More than 3
students
MISMATCH OF THE QUESTION AND
THE ANSWERS
Have you seen students
carrying guns at
school?
_____ Yes _____ No
If Yes, how many
students?
_____ 1 student
_____ 2 students
_____ 3 students
______ More than 3 students
Problem no. 9 & 10:
OVERLY TECHNICAL LANGUAGE
QUESTIONS NOT APPLICABLE TO
ALL PARTICIPANTS
Example:
What would be the appropriate care for children with Progeria?
What database would be most user-friendly for school-base
paperless database system?
____FoxPro _____ Lotus123 _____Access
Pilot Test Questions
3
 Pilot test is a procedure in which the
researcher makes changes in an instrument
based on feedback from small number of
participants who evaluated the questions.
 The participants makes comments while
taking the test and the researcher makes
changes
 Exclude this participants on the final sample of
the study
ARE YOUR INSTRUMENTS
RELIABLE AND VALID?
Individual scores should be nearly the same
or stable over repeated administration of
the instrument and should be free from
measurement errors
RELIABILITY
Types Reliability : Test re-test, Alternate Forms,
Interrater and the split half
The intended test interpretation of the concept
or construct that the test assumes to measure
matches the proposed purpose.
VALIDITY
Types of Validity: Criterion-related (predictive
and concurrent) validity, Content validity and
construct validity
STEPS IN CONSTRUCTING A
STANDARDIZED INSTRUMENT (Benson &
Clark, 1983)
PHASE
1
Planning
PHASE
2
Constructi
on
 Identify purpose of test and target
groups
 Define Domains of the Test
 Review literature on construct/
variable
 Select item format
 Develop Table of Specifications
 Validate content – have judges
complete qualitative evaluation
 Revise Items
PHASE
3
Quantitativ
e
Evaluation
PHASE
4
Validatio
n
 Pilot Test
 Calculate reliability and item
analysis
 Revise Items
 Administer second pilot test
 Run item analysis
 Repeat steps of revision
 Validate (until satisfied!)
STEPS IN CONSTRUCTING AN
INSTRUMENT (Benson & Clark, 1983)
LET’S CREATE OUR TO
WORKSHOP
1. Participants will be divided into groups
according to research theme assigned
2. Select a type of tool and construct the
instrument (at least 5-10 items) with the
following details:
(a) Research Title/ Question
(b) Participants of the Study
(c) Question Items
WORKSHOP
4. Each group will have a partner
who will critique (face /content
validate ) their work
5. Revise the items
School Principals’ Influence
on Trust
.
RESEARCH STUDY No. 1
Reference:
Sheldon, D.L, Angell, M.E., Stoner, J.B. & Roseland, B.D., (2010) .
School Principals’ Influence on Trust: Perspective of Mothers of
Children with Disabilities. Journal of Educational Research 103, 159-
170
Trust Worthy Leadership Matrix
(Mishra, 1996; Tschannen-Moran & Hoy, 1998, 2000)
 Trustworthiness is the willingness to be
vulnerable to another on the basis that the
other is benevolent, honest, open, reliable and
competent
Trust Worthy Leadership Matrix
(Mishra, 1996; Tschannen-Moran & Hoy, 1998, 2000)
 5 Functions of a Leader
Visioning creating a trustworthy environment
Modeling Continuity between word and example.
Lead quietly, exercising restraint and
modesty
Coaching assist people to move forward through
conversation - know when to push and to
back off.
Managing delegate control, high-trust= fewer rules,
Trust with parents = less time explaining
actions.
Mediating Dealing with betrayal and conflict skillful
in conflict management
Sample: Table of Specification
Visioning Modelling Coachin
g
Managing Mediatin
g
I
encourage
my team to
participate
when it
comes
decision
making
time and I
try to
implement
their ideas
and
suggestion
I will be the
first one to
follow the
rules set.
I enjoy
coaching
people
on new
tasks and
policies
Nothing is
more
important
than
accomplishin
g a goal or
task.
When
correcting
mistakes,
I do not
worry
about
jeopardizi
ng
relationshi
ps.

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Crafting and validation of instrument

  • 1. Construction and Validation of Research Instrument Flerida S. Pajarillaga EPS II- HRD
  • 2. By the end of this seminar-workshop, the participants should be able to:  Understand the usual steps in crafting a data-gathering tool  Be able to apply the principles in question construction  Conduct basic validation of created instrument for action research
  • 3. Instrument Design  Designing an instrument is challenging and a complex process.  Consider whether your variables are measurable  Consider modifying an existing instrument
  • 5. Write Different Types of Questions 1  Personal, Attitudinal and Behavioral Questions  Sensitive Questions  Open-and Close- Ended Questions
  • 6. Personal, Attitudinal and Behavioral Questions  Three popular Types
  • 7. Other possible descriptors include: • Exemplary, Proficient, Marginal, Unacceptable • Advanced, High, Intermediate, Novice • Beginning, Developing, Accomplished, Exemplary • Outstanding, Good, Satisfactory, Unsatisfactory
  • 8. Personal, Attitudinal and Behavioral Questions  Three popular Types Behavior Did you take a semester off during any of your four years in college? ______ Yes ______ No
  • 9. Sensitive Questions This is usually written when the respondent has “warmed up” answering neutral questions Place leading questions like:  Instead of : Have you taken drugs?  Ask: In past surveys, many men reported at some point in their lives they have taken marijuana. This could happen during adolescence or as an adult. Have you ever smoked Marijuana?
  • 10. Open- and Closed-Ended Questions  CLOSE ENDED QUESTIONS The researcher poses a question and provides preset responses or options EXAMPLE: There are many reasons why adults wish to get more education. What is your most important reason for coming to adult basic education classes (Check one.) ___________ To be able to help my children with their schoolwork ___________ To get a better job ___________ To improve myself ___________ To get a high school equivalent diploma
  • 11. Open- and Closed-Ended Questions  OPEN ENDED QUESTIONS questions for which researchers do not provide options, participants provide responses EXAMPLE: Why are you attending adult education classes? _________________________________ ___ _________________________________ ___ _________________________________
  • 12. Open- and Closed-Ended Questions  SEMI-CLOSED-ENDED QUESTIONS has the advantage of open-and close-ended questions EXAMPLE: There are many reasons why adults wish to get more education. What is your most important reason for coming to adult basic education classes (Check one.) ___________ To be able to help my children with their schoolwork ___________ To get a better job ___________ To improve myself ___________ To get a high school equivalent diploma ___________ Other (please comment)
  • 13. Use Strategies for Good Question construction 2  Pay attention to the quality of your questions  It should be clear/ unambiguous that it does not confuse participants  Consider cultural background and avoid gender-biased words  Eliminate the problems
  • 14. Problem no. 1: Do you support gun control? _____ YES _____ NO _____ Don’t Know Do you believe that guns do not belong in school? _____ YES _____ NO _____ Don’t Know UNCLEAR QUESTIONS
  • 15. Problem no. 2: Do you believe that guns and knives do not belong in school ? _____ YES _____ NO _____ Don’t Know Do you believe that knives do not belong in school? _____ YES _____ NO _____ Don’t Know MULTIPLE QUESTIONS
  • 16. Problem no. 3: Whenever violence occurs in schools, weapons are typically found in school lockers. Do you believe that students should have gun in the lockers? _____ YES _____ NO Should students have guns in their lockers? _____ YES _____ NO _____ Don’t Know WORDY QUESTIONS
  • 17. Problem no. 4: Students should not carry weapons and not have them in their lockers. Do you Agree? _____ Strongly Agree _____ Agree _____ Undecided _____ Disagree _____ Strongly Disagree Should students have guns in their lockers? _____ YES _____ NO _____ Don’t Know NEGATIVELY WORDED QUESTIONS
  • 18. Problem no. 5: Should students pack a .45 at school? _____ YES _____ NO _____ Don’t Know Should students have handgun in their lockers? _____ YES _____ NO _____ Don’t Know QUESTIONS WITH JARGON
  • 19. Problem no. 6: How many times have you seen a student carry a handgun? _____ 0 times _____ 1-2 times _____ 2-3 times _____ More than 3 times How many times have you seen a student carry a handgun? _____ 0 times _____ 1-2 times _____ 3-4 times _____ More than 4 times OVERLAPPING RESPONSES
  • 20. Problem no. 7: To what extent do you feel that handguns are a problem at your school _______ A great extent _______ Some _______ Not very important _______ Not a problem at all To what extent do you feel that handguns are a problem at your school _______ A great extent _______ Some extent _______ Little extent UNBALANCED RESPONSE OPTION
  • 21. Problem no. 8: How often have you seen students carry a semi-automatic weapon? _____ None _____ 1 time _____ 2 times _____ 3 or more times How many times have you seen a student carry a riffle at school? _____ None _____ 1 time _____ 2 times _____ 3 or more times MISMATCH OF THE QUESTION AND THE ANSWERS
  • 22. Problem no. 8: How many students have you seen carrying guns at school? _____ 1 student _____ 2 students _____ 3 students ______ More than 3 students MISMATCH OF THE QUESTION AND THE ANSWERS Have you seen students carrying guns at school? _____ Yes _____ No If Yes, how many students? _____ 1 student _____ 2 students _____ 3 students ______ More than 3 students
  • 23. Problem no. 9 & 10: OVERLY TECHNICAL LANGUAGE QUESTIONS NOT APPLICABLE TO ALL PARTICIPANTS Example: What would be the appropriate care for children with Progeria? What database would be most user-friendly for school-base paperless database system? ____FoxPro _____ Lotus123 _____Access
  • 24. Pilot Test Questions 3  Pilot test is a procedure in which the researcher makes changes in an instrument based on feedback from small number of participants who evaluated the questions.  The participants makes comments while taking the test and the researcher makes changes  Exclude this participants on the final sample of the study
  • 26. Individual scores should be nearly the same or stable over repeated administration of the instrument and should be free from measurement errors RELIABILITY Types Reliability : Test re-test, Alternate Forms, Interrater and the split half
  • 27.
  • 28. The intended test interpretation of the concept or construct that the test assumes to measure matches the proposed purpose. VALIDITY Types of Validity: Criterion-related (predictive and concurrent) validity, Content validity and construct validity
  • 29.
  • 30. STEPS IN CONSTRUCTING A STANDARDIZED INSTRUMENT (Benson & Clark, 1983) PHASE 1 Planning PHASE 2 Constructi on  Identify purpose of test and target groups  Define Domains of the Test  Review literature on construct/ variable  Select item format  Develop Table of Specifications  Validate content – have judges complete qualitative evaluation  Revise Items
  • 31. PHASE 3 Quantitativ e Evaluation PHASE 4 Validatio n  Pilot Test  Calculate reliability and item analysis  Revise Items  Administer second pilot test  Run item analysis  Repeat steps of revision  Validate (until satisfied!) STEPS IN CONSTRUCTING AN INSTRUMENT (Benson & Clark, 1983)
  • 33. WORKSHOP 1. Participants will be divided into groups according to research theme assigned 2. Select a type of tool and construct the instrument (at least 5-10 items) with the following details: (a) Research Title/ Question (b) Participants of the Study (c) Question Items
  • 34. WORKSHOP 4. Each group will have a partner who will critique (face /content validate ) their work 5. Revise the items
  • 35. School Principals’ Influence on Trust . RESEARCH STUDY No. 1 Reference: Sheldon, D.L, Angell, M.E., Stoner, J.B. & Roseland, B.D., (2010) . School Principals’ Influence on Trust: Perspective of Mothers of Children with Disabilities. Journal of Educational Research 103, 159- 170
  • 36. Trust Worthy Leadership Matrix (Mishra, 1996; Tschannen-Moran & Hoy, 1998, 2000)  Trustworthiness is the willingness to be vulnerable to another on the basis that the other is benevolent, honest, open, reliable and competent
  • 37. Trust Worthy Leadership Matrix (Mishra, 1996; Tschannen-Moran & Hoy, 1998, 2000)  5 Functions of a Leader Visioning creating a trustworthy environment Modeling Continuity between word and example. Lead quietly, exercising restraint and modesty Coaching assist people to move forward through conversation - know when to push and to back off. Managing delegate control, high-trust= fewer rules, Trust with parents = less time explaining actions. Mediating Dealing with betrayal and conflict skillful in conflict management
  • 38. Sample: Table of Specification Visioning Modelling Coachin g Managing Mediatin g I encourage my team to participate when it comes decision making time and I try to implement their ideas and suggestion I will be the first one to follow the rules set. I enjoy coaching people on new tasks and policies Nothing is more important than accomplishin g a goal or task. When correcting mistakes, I do not worry about jeopardizi ng relationshi ps.

Editor's Notes

  1. Why simple? Face and content validation
  2. Allows the participant to write answers that does not fit the response choice. It lessens the burden on the researcher to a lot of information to code / thematic organization
  3. Evidence is based on test content, response processes, internal structure, relationship with other variables and consequences of testing